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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
HWA
2451
HHM Wealth Advisors
Tennessee
$841M +$98.5M +13% 7.61% 62.3% 956 13.28%
SAA
2452
Southeast Asset Advisors
Georgia
$841M +$25.8M +3% 3.54% 84.3% 200 12.5%
JIR
2453
James Investment Research
Ohio
$841M +$53.4M +7% 11.1% 107% 352 11.36%
CWM
2454
Cabot Wealth Management
Massachusetts
$841M +$55.9M +7% 9.19% 55.6% 135 11.11%
GLLW
2455
Graves Light Lenhart Wealth
Virginia
$840M +$25.7M +3% 3.91% 45% 197 7.61%
LCM
2456
Legato Capital Management
California
$839M +$97.1M +13% 20.3% 177% 636 23.11%
MMFA
2457
Main Management Fund Advisors
California
$839M +$156M +23% 13.7% 77.7% 6 0%
NAS
2458
NWF Advisory Services
California
$839M +$126M +18% 8.84% 73.2% 443 23.02%
PRS
2459
Pinkerton Retirement Specialists
Idaho
$838M +$67.8M +9% 11.4% 74.5% 153 43.79%
RDWM
2460
Red Door Wealth Management
Tennessee
$838M +$161M +24% 10% 100% 289 22.49%
BFS
2461
Bard Financial Services
Connecticut
$837M +$19.7M +2% 6.59% 90.1% 217 8.76%
LG
2462
Leuthold Group
Minnesota
$837M +$66.9M +9% 13.1% 106% 239 29.71%
NAM
2463
NTV Asset Management
West Virginia
$837M +$86M +11% 12.1% 82% 294 10.54%
MTIM
2464
Marathon Trading Investment Management
Pennsylvania
$837M +$91.8M +12% 17.2% 106% 410 49.02%
NFT
2465
Nan Fung Trinity
Hong Kong
$836M +$205M +33% 10.6% 82.3% 67 53.73%
BWP
2466
Barlow Wealth Partners
Kentucky
$836M +$74.2M +10% 12.4% 142 11.27%
UBV
2467
United Bank (Virginia)
Virginia
$835M +$49.3M +6% 8.56% 64.2% 147 13.61%
OCG
2468
Opus Capital Group
Ohio
$835M +$58.3M +7% 6.79% 39.5% 131 7.63%
HT
2469
Headlands Technologies
Illinois
$835M -$42.2M -5% 23.3% 116% 1,610 60.62%
LI
2470
LVZ Inc
Michigan
$834M +$72M +9% 6.95% 47.1% 163 13.5%
SGM
2471
Seven Grand Managers
New York
$834M +$405M +95% 12.4% 233% 73 58.9%
MCM
2472
Mattern Capital Management
Colorado
$832M +$47M +6% 3.11% 31.5% 170 4.12%
CFP
2473
Cascade Financial Partners
California
$832M +$38.6M +5% 4.68% 267 12.73%
MI
2474
MMCAP International
Cayman Islands
$831M +$245M +42% 25.2% 191% 167 34.73%
CA
2475
Continuum Advisory
Idaho
$831M +$54.3M +7% 9.05% 59.2% 1,660 74.76%